Focus Partners Wealth’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.41M Sell
65,407
-111,195
-63% -$5.79M 0.01% 777
2025
Q1
$8.13M Sell
176,602
-3,112
-2% -$143K 0.02% 512
2024
Q4
$8.98M Buy
179,714
+109,787
+157% +$5.48M 0.02% 485
2024
Q3
$2.6M Sell
69,927
-58,349
-45% -$2.17M 0.01% 712
2024
Q2
$5.87M Buy
+128,276
New +$5.87M 0.02% 472